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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,985 | $47,479-13.7% | $62,929-34.9% | $82,448-50.3% |
| Participation rate | 79.7% | 66.9%+12.8pp | 73.1%+6.5pp | 68.1%+11.6pp |
| Annual return | 16.09% | 20.34%-4.3pp | 1063.93%-1047.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,236 | $1,885+71.7% | $2,505+29.2% | $2,551+26.9% |
| Participant deferral / active EE | $3,003 | $2,870+4.6% | $3,888-22.8% | $4,139-27.5% |
| Admin fee / account holder | $4,625 | $3,804+21.6% | $5,065-8.7% | $7,234-36.1% |